Dolly Khanna’s investments in NOCIL and Rain Industries rose 400-1000 percent in the last five years while Emkay Global Financial Services and Ruchira Papers vaulted over 1000 percent in the same period.
Dolly Khanna has a portfolio of 14 securities at the end of September quarter, down from 24 recorded for the quarter ended June 2017.

Latest stock pick

Dolly Khanna added Amarjothi Spinning Mills in her portfolio in the September quarter. This company has already rallied over 50 percent so far in the year 2017 and nearly 400 percent in the last 5 years. The shareholding at the end of September quarter was 1.15 percent.

Amarjothi Spinning Mills Limited is engaged primarily in the manufacturing of yarn. The Company dyes fibers, such as cotton, organic cotton, viscose, modal, polyester, excel, bamboo and acrylic. It owns approximately 10 windmills.

The chunk of the money has been invested in mid and smallcap names. Dolly Khanna preferred to book profits in the quarter ended September as she reduced stake in 11 companies compared to previous quarter.
Companies in which Dolly Khanna reduced stake from June quarter include names like NOCIL, Thirumalai Chemicals, IFB Agro Industries, Tata Metaliks, Srikalahasthi Pipes, Sterling Tools, Nandan Denim, Emkay Global Financial Services, LT Foods, and Ruchira Papers.

Top 7 stocks, which more than doubled investors wealth so far in the year 2017, include names like LT Foods, Dwarikesh Sugars, NOCIL, Tata Metaliks, Emkay Global Financial Services, Rain Industries, and Thirumalai Chemicals.

Dolly raised stake in two companies, which more than doubled investors’ wealth so far in the year 2017, include names like Rain Industries and Dwarikesh Sugars, data showed. She reduced stake in most of the other companies which rose more than 100 percent.

Rajeev Khanna and his wife Dolly Khanna have built a fortune betting on small and mid caps.
Their biggest bet, according to Bloomberg data, is chemicals and cement maker Rain Industries Ltd. The stock, which comprises about a third of their Rs 750-crore reported portfolio as of Dec. 12, has risen more than sixfold this year.

The couple, who sold their ice cream business to consumer goods major Hindustan Unilever Ltd. about two decades ago to dive into the stock markets, bought shares of sugar companies in the quarter ended September. They hold more than 1 percent each in Dhampur Sugar Mills and Dwarikesh Sugar Industries, according to exchange filings.

Half of the stocks in Dolly Khanna's portfolio, a Chennai-based investor, have appreciated by up to 550% thus far in calendar year 2017 (CY17).

As of September 2017, Dolly Khanna holds more than 1% stake in 22 companies, data filed by these companies show. Of these, the market price of 11 stocks rallied more than 100% in CY17.

Except, RSWM which recorded negative return of 22%, the remaining 21 stocks have outperformed the market by over 30%. At 11:08 AM; the S&P BSE Sensex was trading at 33,671, up 26% thus far in CY17.

Among individual stocks, Rain Industries and Emkay Global Financial Services have rallied 546% and 318%, respectively. PPAP Automotive, IFB Industries, NOCIL, Thirumalai Chemicals and Tata Metaliks were up in the range of 150% to 200%.

As of date, Dolly Khanna’s net worth stands at Rs 754 crore in these 22 companies. She held equity shares amounting of Rs 218 crore in 14 companies at the end of December 2016.

Rain Industries, the major gainer among the pack, zoomed nearly 550% thus in CY2017. Since July 2017, the stock of the leading producers of cement in South India has soared 202%, as compared to 9% rise in the Sensex. Khanna had bought stake in Rain Industries and Shreyans Industries in April-June quarter and in Srikalashasthi Pipes, Dhampur Sugar Mills and Asian Granito during the January-March 2017 quarter, data show.

The stock of household appliances company IFB Industries rallied from Rs 457 to Rs 1,363 levels thus far in 2017. Khanna had reduced her stake in the company to 1.14% in the September quarter from 1.23% in June and 1.56% in March quarter. She held 1.49% stake in IFB Industries at the end of December 2016 quarter.

The company had reported a strong 91% growth in net profit at Rs 36.57 crore in September quarter (Q2FY18) against Rs 19.18 crore in the same quarter year ago. Net sales grew 26% to Rs 581 crore from Rs 462 crore. EBITDA (earnings before interest, taxes, depreciation and amortization) margin improved 280 bps to 10.7% in Q2FY18 from 7.9% in Q2FY17.